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Riverpoint Wealth Management Holdings’s Apple AAPL Stock Holding History

Riverpoint Wealth Management Holdings’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.47M Sell
11,985
-191
-2% -$54.6K 0.64% 17
2026
Q1 		$3.09M Buy
12,176
+6
+0% +$1.56K 0.66% 16
2025
Q4 		$3.31M Sell
12,170
-616
-5% -$165K 0.71% 16
2025
Q3 		$3.26M Buy
12,786
+13
+0.1% +$2.94K 0.72% 16
2025
Q2 		$2.62M Buy
12,773
+13
+0.1% +$2.63K 0.62% 19
2025
Q1 		$2.83M Buy
12,760
+4
+0% +$927 0.73% 16
2024
Q4 		$3.19M Buy
12,756
+37
+0.3% +$8.72K 0.83% 16
2024
Q3 		$2.96M Buy
12,719
+12
+0.1% +$2.68K 0.76% 17
2024
Q2 		$2.68M Buy
12,707
+19
+0.1% +$3.54K 0.74% 17
2024
Q1 		$2.18M Sell
12,688
-49
-0.4% -$8.91K 0.6% 19
2023
Q4 		$2.45M Buy
12,737
+14
+0.1% +$2.58K 0.72% 17
2023
Q3 		$2.18M Sell
12,723
-20
-0.2% -$3.67K 0.72% 16
2023
Q2 		$2.47M Buy
12,743
+15
+0.1% +$2.61K 0.78% 16
2023
Q1 		$2.1M Buy
12,728
+16
+0.1% +$2.36K 0.72% 16
2022
Q4 		$1.65M Buy
12,712
+18
+0.1% +$2.57K 0.61% 17
2022
Q3 		$1.75M Buy
12,694
+1,936
+18% +$304K 0.75% 15
2022
Q2 		$1.47M Sell
10,758
-90
-0.8% -$13.6K 0.59% 17
2022
Q1 		$1.89M Buy
10,848
+12
+0.1% +$2.02K 0.66% 17
2021
Q4 		$1.92M Sell
10,836
-2,146
-17% -$339K 0.65% 17
2021
Q3 		$1.84M Sell
12,982
-3,600
-22% -$530K 0.64% 17
2021
Q2 		$2.27M Buy
16,582
+1,081
+7% +$140K 0.63% 23
2021
Q1 		$1.89M Sell
15,501
-2,099
-12% -$269K 0.57% 23
2020
Q4 		$2.33M Sell
17,600
-21
-0.1% -$2.53K 0.74% 22
2020
Q3 		$2.04M Sell
17,621
-1,015
-5% -$111K 0.74% 22
2020
Q2 		$1.7M Buy
18,636
+36
+0.2% +$2.79K 0.66% 25
2020
Q1 		$1.18M Sell
18,600
-192
-1% -$14.1K 0.58% 30
2019
Q4 		$1.38M Buy
18,792
+124
+0.7% +$7.98K 0.55% 28
2019
Q3 		$1.04M Buy
18,668
+52
+0.3% +$2.72K 0.46% 28
2019
Q2 		$921K Buy
18,616
+16
+0.1% +$780 0.42% 29
2019
Q1 		$883K Sell
18,600
-1,564
-8% -$66.3K 0.43% 29
2018
Q4 		$795K Buy
20,164
+1,344
+7% +$65.2K 0.44% 28
2018
Q3 		$1.06M Buy
18,820
+316
+2% +$16.5K 0.54% 23
2018
Q2 		$856K Buy
18,504
+240
+1% +$10.9K 0.48% 23
2018
Q1 		$765K Buy
18,264
+2,308
+14% +$99.4K 0.46% 21
2017
Q4 		$674K Sell
15,956
-208
-1% -$8.69K 0.42% 21
2017
Q3 		$630K Buy
16,164
+408
+3% +$15.8K 0.41% 20
2017
Q2 		$571K Sell
15,756
-596
-4% -$22K 0.4% 21
2017
Q1 		$589K Buy
16,352
+32
+0.2% +$1.05K 0.45% 20
2016
Q4 		$489K Buy
+16,320
New +$463K 0.4% 20

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Riverpoint Wealth Management Holdings's AAPL Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $54.6K and leaving 11,985 shares worth $3.47M. The position accounts for 0.64% of the portfolio, ranked #17.

Riverpoint Wealth Management Holdings first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 11,985 shares of Apple worth $3.47M as of Q2 2026.
  • Riverpoint Wealth Management Holdings sold 191 Apple shares in Q2 2026, an estimated $54.6K.
  • Apple made up 0.64% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #17 holding.
  • Riverpoint Wealth Management Holdings first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.